SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

Optivise Advisory Services LLC's Holding History (CIK: 0002042876)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 572 Value ($000) $345 Avg Close — Range —
Q3 2025
Shares 781 Value ($000) $465 Avg Close — Range —
Q2 2025
Shares 785 Value ($000) $445 Avg Close — Range —
Q1 2025
Shares 619 Value ($000) $330 Avg Close — Range —
Q4 2024
Shares 1,020 Value ($000) $581 Avg Close — Range —
Q3 2024
Shares 762 Value ($000) $434 Avg Close — Range —
Q2 2024
Shares 748 Value ($000) $400 Avg Close — Range —